Sax Wealth Advisors’s Tyler Technologies TYL Stock Holding History

Sax Wealth Advisors’s Portfolio TYL Stock Details TYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-416	Closed	-$218K	–	510
2025 Q3	$218K	Sell	416 -3	-0.7%	-$1.68K	0.01%	413
2025 Q2	$248K	Buy	+419	New	+$237K	0.02%	373

Other funds holding TYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sax Wealth Advisors's TYL Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Tyler Technologies (TYL) in Q4 2025, closing a stake of 416 shares — an estimated $218K sold.

Sax Wealth Advisors first reported a position in TYL in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q2 2025. 843 funds tracked by Wall St. Rank hold TYL as of Q4 2025.

Sax Wealth Advisors reported no remaining Tyler Technologies position as of Q4 2025 after selling out during the quarter.
Sax Wealth Advisors sold 416 Tyler Technologies shares in Q4 2025, an estimated $218K.
Sax Wealth Advisors first reported a position in Tyler Technologies in Q2 2025 and held it in 2 quarters.
Sax Wealth Advisors's Tyler Technologies position peaked at $248K in Q2 2025.
843 funds tracked by Wall St. Rank held Tyler Technologies as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.